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oliverames

YNAB MCP Server

by oliverames

Get Month Category

get_month_category
Read-onlyIdempotent

Retrieve a category's budget for a specific month. Supply month and category ID to see how much was budgeted.

Instructions

Get category budget for a specific month

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
monthYesMonth in YYYY-MM-DD format (first of month)
budgetIdNoBudget ID (uses default if not provided)
categoryIdYesCategory ID

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYesStructured result returned by Get Month Category.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Addedv5.2.0
  2. Removedv5.1.1
  3. First observedv2.0.0

TDQS

A3.8/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare the tool as read-only, idempotent, and non-destructive. The description adds no additional behavioral context beyond the operation's scope, and it does not contradict the annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single short sentence that is fully front-loaded and contains no filler. Every word contributes to conveying the tool's purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple read-only tool with a full output schema and comprehensive annotations, the description is adequate. The optional budgetId default behavior is documented in the schema, so nothing critical is missing for correct invocation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema fully documents month, budgetId, and categoryId. The description adds no parameter-level detail beyond what the schema already provides, which matches the baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb ('Get'), a specific resource ('category budget'), and the scope ('for a specific month'). This clearly differentiates it from sibling tools like get_category or get_month, which target different resources.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies when to use the tool: when a category budget for a specific month is needed. However, it does not explicitly mention alternatives or conditions for choosing this tool over related siblings such as get_category or get_budget.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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